Five decades of building relationships.
Contravisory is a SEC registered investment advisory firm founded by G. Edward Noonan. Before starting Contravisory, Ed had served in a number of investment firms as a bond and equity research analyst, including Fidelity Investments. It was there that he met Hays Ray, a widely recognized leader in investment research. His research became the foundation for the methodology that Ed would ultimately use to start Contravisory.
In the early 80’s, Contravisory started to apply that quantitative / technical approach to the management of a select number of individual portfolios, using it to inform and supplement traditional research disciplines. During the 90’s Ed’s two sons, Bill and Phil, joined the company, each coming with proven track records from roles at other investment companies. Recognizing the success of the buy and sell recommendations formulated by its equity research and validated real-time through multiple market cycles, the firm’s strategic plan shifted to emphasize asset management growth. Ed retired in 2006, with Bill taking over as President and CEO, and Phil as Chief Operating Officer.
Today, Contravisory serves clients of all types, from high-net worth individuals and families, to large corporations and institutions. Our performance has been consistent and strong, and our personal approach has built lasting relationships spanning decades.
Bill Noonan is President and CEO of Contravisory Investment Management. Bill's duties include managing the firm's equity research efforts, servicing institutional research clients, and equity portfolio strategy.
Bill joined Contravisory Investment Management in 1995, following several years as an investment professional with Scudder Funds and Fidelity Investments. Prior to that, he worked for the American Chamber of Commerce in Mexico City, where he conducted research on cross-border trade issues. Bill has served as guest speaker at industry conference events and has been a participant on CNBC and Bloomberg for discussions relating to current equity trends. Bill graduated from the Catholic University of America and received his M.B.A. from Babson College. Bill resides in Norwell, Massachusetts with his wife and six children.
Phil Noonan is Chief Operating Officer of Contravisory Investment Management. Phil's duties include managing the firm's investment operations, contributing to portfolio strategy as a member of the Investment Committee, and servicing broker-sponsored wrap and private client relationships.
Phil has been in the investment industry since his graduation from Saint Anselm College. Prior to joining Contravisory in 1999, Phil was an investment professional at Massachusetts Financial Services (MFS) and later Fidelity Investments.
Phil resides in Marshfield, Massachusetts with his wife and three children.
David Canal joined Contravisory as a Research Analyst in March 2000. Today, as Senior Vice President of Contravisory, Dave is responsible for directing Contravisory's equity research efforts, portfolio management, performing quantitative analysis on Contravisory data, and managing institutional client relationships.
Dave is a member of the Market Technicians Association (MTA) and holds the Chartered Market Technicians (CMT) designation. He is a graduate of Providence College with degrees in Finance and Management.
Dave and his wife live in Cohasset, Massachusetts with their two children.
Matthew Sullivan joined Contravisory Investment Management in May of 2007. He is the Chief Compliance Officer and is in charge of daily operations. Matt has been in the investment industry since 1992 when he began his career at State Street Bank.
Matthew graduated from Canisius College in Buffalo, NY with a Bachelors degree in Business Management.
Matt and his wife live in Kingston, Massachusetts with their four children.
Dianna joined Contravisory in June 2008. Assuming the role of Operations Manager Dianna is responsible for the daily administration of client portfolios including: client service, investment accounting, account reconciliation, and portfolio performance.
Prior to joining Contravisory Dianna worked for State Street Corporation progressing her career to the level of Assistant Vice President. She has more than 25 years of operational experience within the financial and banking industry.
Dianna lives in Whitman with her husband and enjoys spending time with her family and friends.
Jackie joined Contravisory in January 2023. She has taken on the role of Executive
Administrative Assistant. Jackie oversees the daily administration of the firm. Her
responsibilities include document preparation, updating database information, and providing
client support.
Prior to joining Contravisory Jackie worked for State Street Bank progressing her career to
the level of Information Security Analyst. She has more than 30 years of operational
experience within the financial and banking industry.
Jackie resides in Milton, Massachusetts with her husband and their three children.